Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,871,692
-$20,529,341 QoQ
Shares Held
228,978
-24.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#237
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 1%
None 67%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names. CRM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,871,692 | 228,978 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $56,401,033 | 302,143 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $96,846,591 | 365,583 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $111,297,333 | 469,609 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $146,336,360 | 536,640 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $110,121,793 | 410,351 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $141,287,187 | 422,598 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $108,509,044 | 396,438 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $105,475,530 | 410,251 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $122,686,875 | 407,354 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $106,719,846 | 405,563 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $89,641,332 | 442,062 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $72,802,096 | 344,609 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $68,026,087 | 340,505 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $44,217,172 | 333,488 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $60,901,135 | 423,395 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $71,685,287 | 434,351 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $100,932,680 | 475,380 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $116,969,938 | 460,276 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $120,185,717 | 443,130 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $105,920,112 | 433,619 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $94,146,552 | 444,360 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $96,446,725 | 433,410 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $121,993,490 | 485,411 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $76,606,728 | 408,940 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $46,034,578 | 319,729 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||